Thank you for this video Tyler! I was glad to learn how to filter dashboard based on who is viewing within our organization. You just saved Jordan some time answering another one of my emails.
Hi Jam, So glad you loved the video. Our show is actually on most podcast platforms ..ie Apple Podcast, Google Podcasts, Spotify etc... You can find an audio version of the show by searching CRM Zen Show. As far as tutorial videos, this is the only platform we have them on as we like to visually walk you through the steps. Have a great day!
Hello, thank you for the video, but I have a little problem when I have to add fillers in the permalink it does not work, two filters from different tables
The way you recommend to share Analytics data in 11:45 only works if if under security controls under "access restriction" we allow making views public. If we want to use Zoho Analytics data only for Zoho One users and not third parties, how would we share it, if we don't want to allow making views public? Zoho support say there is no way to get a permalink that is sharing a dashboard only with manually selected users of Zoho One if "Allow making views public:" is not enabled.
Hi WS CH, We discussed your Analytics question with a screen share on our most recent Issue of AZAAZ! Click here to jump straight to our response. 🎬 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-WBfCWfK0dJc.html#t=0m40s
@@ZenattaThank you so much for your great inputs! I saw the question answered in AZAAZ live and added a comment there as it did not cover the question on how to deal with it if "Allow making views public:" is not enabled in Analytics settings. Any feedback on this would be highly appreciated!
Great insights and great video ! Is there antway to publish a dashboard directly in Zoho Expense, in the same way that you published it in Zoho CRM ? Thanks :)
Hey Luc, In the latest episode of the CRM Zen Show, we were able to answer your question! Jump right to your answer here, ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-o_PHm_JKS-w.html
Thanks for the video, I am trying to publish dashboards with the permalink with password access. It is telling me to contact my account admin. Is this a premium feature?
Hi Jose, Brett & Tyler answered your question on this week’s episode of the CRM Zen Show 🎬 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-hDk9HcNpdKM.html#t=48m35s